International Tax Associate/Senior Associate

Responsibilities:  

• Monitor of tax reporting, withholding, and documentation processing for Brokerage business line in strict compliance with IRC Chapters 3, 4 and FATCA regulations.  
• Oversight of daily review and surveillance of account income and withholding payment activities 
• Coordinate with client onboarding team to ensure proper account tax documentation collection and tracking 
• Review, validation, and processing of W-8 and W-9 tax forms and related documentation 
• Develop compliance procedures in response to new tax initiatives 
• Assure changes in the industry are properly communicated to operation/IT teams and implemented by required deadlines 
• Research client tax form correction requests regarding reclassifications, foreign tax withholding and other tax related issues 
• Analyst on worldwide and international tax treaties 
• Coordinate with submission of all year‐end tax information (1099, 1042-S) reporting in line with regulatory deadlines  
• Identify and participate in process designed to achieve better controls, compliance and efficiency 

Education and Experience Requirements: 

• Bachelor’s or Master’s degree in Taxation or Accounting 
• 3-5 years experiences in international taxation preferred 
• Experience in Broadridge preferred 

Skills Requirements: 

• Proficient in Excel, Word & PowerPoint. 
• Excellent written and verbal Communication skills. 
• Excellent task-management, analytical, and organizational skills.  
• Good interpersonal skills for internal and external clients as well as in a team.  
• Must be proactive, self-motivated, detailed.  
• Critical thinking and problem-solving skills.  
• Mandarin speaking not required but preferred. 

Language Requirements:

• Bilingual proficiency in English and Chinese (Mandarin) preferred.